Remote Client-Facing Leadership Trainee

Lever, Inc.; Reading (Berks County); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Portfolio ownership

Home office setup

Job summary

Lever, Inc. in Reading, PA is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with the tools and mentorship needed to succeed.

This position offers a flexible schedule you can build around real life, a portfolio you keep serving rather than one-off calls, and ongoing training with leaders who stay involved.

Qualifications

• Clear and human communication.
• Self-motivated and disciplined in autonomous settings.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team using provided tools and mentorship.
• Contribute to a friendly, client-focused service experience.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. in Reading, PA is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with the tools and mentorship needed to succeed.

This position offers a flexible schedule you can build around real life, a portfolio you keep serving rather than one-off calls, and ongoing training with leaders who stay involved.